Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. 

Founded in 1975, Lee Financial is an advisor and trusted resource for personal, family and business needs.

For more information, please visit us at www.leefin.com or call us at  (800) 960-1703.

Note:
Past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Lee Financial Corporation), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Lee Financial Corporation is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice.  Please remember that it remains your responsibility to advise Lee Financial Corporation, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or  if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the terms of the engagement.

Banking

Investment Management

Lee Financial

Lee Financial's headquarters in Dallas, TX, United States

Richard Lee

Sarah Henze

Jacob Odom

Rick Drew Cfa

Doug Jones

Cfp® Ben S. Shae

William A Luckey II

The Investment Management team at Lee Financial is responsible for developing and executing tailored investment strategies that align with the financial goals of high net worth clients. This team conducts in-depth market analysis, manages diverse portfolios, and actively monitors investment performance to optimize returns while mitigating risk. Through collaboration among experienced professionals, including portfolio managers and analysts, they ensure that each client’s unique needs are effectively addressed and continually reassessed.

The Financial Planning Team at Lee Financial specializes in creating tailored financial strategies for high net worth individuals and families. This team collaborates closely with clients to assess their financial goals, develop comprehensive plans, and ensure effective investment management, thereby serving as a trusted resource for holistic wealth management. Through in-depth analysis and personalized advice, they aim to enhance clients' financial well-being and secure their futures.

Financial Planning Team

This department provides strategic direction and overall leadership for the organization.

Lee Financial

Org chart

Teams

Investment Management

Financial Planning Team

Executive Leadership

Offices

Lee Financial

Org chart

Teams

Investment Management

Financial Planning Team

Executive Leadership

Offices

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